Latest Institutional Transactions on Eaton Vance California Municipal Bond Fund (EVM)
This table provides information on the latest institutional transactions involving Eaton Vance California Municipal Bond Fund (EVM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.5KNew |
$19.2K - $22.9K
|
2.5K
$23.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$84.4K - $101K
|
11K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 36.98% |
$10.4K - $12.4K
|
2.3K
$21.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.73K- 96.43% |
$44K - $52.6K
|
212
$2K
|
|
| Q3 2023 | |||||||
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
408KNew |
$3.31M - $3.71M
|
408K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-2.47K- 18.82% |
$20.1K - $22.5K
|
10.7K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.1KNew |
$122K - $137K
|
15.1K
$142K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-118K- 37.05% |
$956K - $1.07M
|
200K
$1.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.71K+ 77.06% |
$62.6K - $70K
|
17.7K
$167K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-50- 0.29% |
$428 - $455
|
17.2K
$162K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.5KNew |
$204K - $220K
|
23.5K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 18.89% |
$18.1K - $19.5K
|
13.1K
$124K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
400+ 0.61% |
$3.47K - $3.73K
|
65.8K
$620K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6KNew |
$151K - $167K
|
18.6K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-22.9K- 62.56% |
$185K - $206K
|
13.7K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30KNew |
$243K - $269K
|
30K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
86.2KNew |
$697K - $773K
|
86.2K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-272- 0.46% |
$2.2K - $2.44K
|
58.2K
$549K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.7K- 54.91% |
$103K - $114K
|
10.4K
$98.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$93.7K - $104K
|
11.6K
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.77KNew |
$22.4K - $24.8K
|
2.77K
$26.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
14.1KNew |
$114K - $127K
|
14.1K
$133K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.19K+ 178.92% |
$9.6K - $10.7K
|
1.85K
$17.5K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35KNew |
$294K - $343K
|
35K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
3.33KNew |
$28K - $32.6K
|
3.33K
$31.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-4.4K- 9.71% |
$36.9K - $43.1K
|
40.9K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.2KNew |
$85.4K - $99.7K
|
10.2K
$96K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-63.2K- 47.28% |
$530K - $619K
|
70.4K
$664K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
SELL
|
- |
-86.1K- 82.57% |
$722K - $843K
|
18.2K
$171K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-17.2KClosed |
$144K - $168K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.08KNew |
$9.06K - $10.6K
|
1.08K
$10.2K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.31KClosed |
$20.1K - $23.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-216KClosed |
$1.88M - $2.16M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Newfleet Asset Management, LLC
Hartford, CT |
SELL
|
- |
-35KClosed |
$305K - $350K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.18KNew |
$45K - $51.8K
|
5.18K
$48.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.15K+ 10.95% |
$10K - $11.5K
|
11.7K
$110K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1KClosed |
$9.8K - $11.6K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.9KClosed |
$186K - $220K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
$161K - $191K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$110K - $130K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.4KClosed |
$210K - $249K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.45KClosed |
$14.2K - $16.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$147K - $175K
|
15K
$141K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.05K- 16.46% |
$20.1K - $23.9K
|
10.4K
$98.1K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12KClosed |
$118K - $140K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
20KNew |
$196K - $233K
|
20K
$189K
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$144K - $149K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.39KClosed |
$16.2K - $16.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$154K - $160K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3KClosed |
$154K - $160K
|
0
$0
|
|